QuoteIQ Client Database stores every customer detail, service history, invoice, estimate, job photo, and payment—all in one organized contact card. Know your customers better than they know themselves.
QuoteIQ Client Database is your complete customer relationship management (CRM) system built directly into QuoteIQ. Every contact card gives you instant access to customer details, property information, communication history, and complete service records—all in one place.
Unlike basic contact lists, QuoteIQ Client Database automatically tracks every interaction, estimate, invoice, job photo, inspection, and payment. Know your customer’s lifetime value, conversion rate, and payment behavior at a glance.
Every customer contact card in QuoteIQ Client Database contains comprehensive information about your relationship with that customer.
Store customer name, phone number, email address, company name, and communication preferences. QuoteIQ Client Database keeps all contact details organized and accessible from anywhere.
Save property addresses with interactive map preview. QuoteIQ Client Database includes property images from satellite view, Street View access, and Zillow property insights directly in the contact card.
Organize customers with custom tags (VIP, Residential, Commercial, Repeat Customer). QuoteIQ Client Database tracks how each customer found you—referral, Google, postcard, yard sign, and more.
Add unlimited notes about gate codes, pet names, special instructions, or anything you need to remember. QuoteIQ Client Database ensures your team has the context they need for every job.
Securely store customer credit cards and payment preferences. QuoteIQ Client Database enables one-click payments for repeat customers and automatic billing for recurring services.
Track how long each customer has been with you. QuoteIQ Client Database shows relationship duration, helping you identify loyal long-term customers for special treatment.
QuoteIQ Client Database automatically archives every interaction with each customer. Never lose track of what you’ve done or said.
View every estimate sent to this customer—approved, pending, and declined. See conversion rates and dollar amounts at a glance in QuoteIQ Client Database.
Access complete invoice history including paid, unpaid, and outstanding balances. QuoteIQ Client Database shows exactly who owes you money.
Every photo and video from QuoteIQ Cam is saved to the customer profile. QuoteIQ Client Database builds a visual history of work performed.
All inspection forms, job forms, and documentation are archived. QuoteIQ Client Database keeps your records organized for liability protection.
Know exactly how valuable each customer is. QuoteIQ Client Database calculates key metrics automatically so you can identify your best customers and optimize your business.
Real-world scenarios where QuoteIQ Client Database helps contractors work smarter.
Customer calls asking about “that thing you fixed last time.” QuoteIQ Client Database lets you instantly pull up their complete service history, past invoices, and job photos right from your phone. No more awkward “let me check my records” calls.
QuoteIQ Client Database shows lifetime value and service frequency. Instantly identify your top 10% of customers who deserve priority scheduling, holiday gifts, or referral requests. Treat your best customers like the VIPs they are.
QuoteIQ Client Database tracks every estimate status. Filter by pending estimates to see who needs a follow-up call. Know exactly how much potential revenue is sitting in unapproved quotes waiting for you to close the deal.
QuoteIQ Client Database shows average service frequency. If a customer typically books every 6 weeks and it’s been 8 weeks, you know it’s time to reach out. Turn one-time customers into recurring revenue with timely follow-ups.
Customer claims you damaged something? QuoteIQ Client Database stores every before/after photo, inspection form, and job documentation. Pull up timestamped evidence in seconds to protect your business from false claims.
QuoteIQ Client Database tracks average days to pay and on-time rate. Know which customers pay fast (charge more, prioritize them) and which are slow payers (require deposits upfront, watch closely).
Common questions about QuoteIQ’s customer CRM features.
Yes! QuoteIQ Client Database is included on every QuoteIQ plan—Beginner ($29.99/mo), Pro ($98.99/mo), Elite ($189.99/mo), and Max ($349.99/mo). All plans get full access to the contact database with customer details, property information, and service history tracking.
Yes! QuoteIQ Client Database supports CSV import. Export your contacts from spreadsheets, other CRMs, or any system that outputs CSV files, then import directly into QuoteIQ. Your customer data migrates in minutes, not hours.
QuoteIQ Client Database has no limit on the number of customer contacts you can store. Whether you have 50 customers or 50,000, QuoteIQ scales with your business. There are no per-contact fees or storage limits.
Absolutely. QuoteIQ Client Database automatically links every estimate, invoice, scheduled job, payment, photo, inspection, and communication to the customer’s profile. You don’t need to manually log anything—QuoteIQ builds the history as you work.
Yes. QuoteIQ Client Database is accessible to team members based on their permissions. Field technicians can see job details and customer contact info, while you control access to financial data like lifetime value and payment history through role-based permissions (available on Elite and Max plans).
Yes! QuoteIQ Client Database includes satellite property images through MapMeasure Pro, Street View access, and Zillow property insights. Plus, every job photo taken with QuoteIQ Cam (available on Pro, Elite, and Max plans) is saved to the customer’s profile.
Yes. QuoteIQ Client Database includes powerful search and filtering. Search by name, address, phone number, or email. Filter by tags (VIP, Residential, Commercial), lead source, service date, or outstanding balance. Find the customers you need in seconds.
QuoteIQ Client Database automatically calculates lifetime value by summing all paid invoices for each customer. It also tracks average job value, estimate conversion rate, payment speed, and service frequency—giving you a complete picture of each customer’s worth to your business.
Join 40,000+ contractors who use QuoteIQ to manage their customer relationships. QuoteIQ Client Database is included on all plans—start your free trial today.
Estimates
Create and send professional estimates.
Invoicing
Send, track and collect invoices.
QuoteIQ Cam
Capture and document every job with ease.
Scheduling
Schedule jobs to your calendar in seconds.
Inspection Forms
Create and complete inspection reports.
MapMeasure Pro
Measure and price properties instantly.
Business Analytics
Real-time insight into your performance.
EmployeeHub
Assign, schedule & pay employees.
Virtual Call Team
Never miss a call with 24/7 AJ, assistant.
ClientHub
Send and keep messages inside QuoteIQ.
InstaQuote
Allow customers to create estimates themselves.
InstaSchedule
Let clients schedule appointments themselves.
Facebook User Group
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